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Adding investments sitting under a platform e.g. CommSec, BT Panorama
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Adding individual investments such as property and cash
Adding investments sitting under a platform e.g. CommSec, BT Panorama
If your client's SMSF includes individual investments such as equities under a broking or investment platform, you will need to create them under an ordinary platform in Client Manager.
1. Click Add investment > Add ordinary:
2. Choose your platform (if your platform is not there, you can create your own! Click here to learn how to create a custom platform)
3. Complete the rest of the Ordinary Details and Owners Information sections where you see fit
4. Under Investment details, you can choose either of the following:
Add Investment: If you only have 1 or 2 (or 3) individual investments to add, click this button.
Add Investment Inline: If you have a lot of investments to add (we're talking like from 5 to 20... or more!), click this button and you can either add the investment name or APIR code back-to-back:
Add Model Portfolio: If you have a model portfolio set up in Client Manager that you want to use, click this button.
5. Once you're done adding your investments, click Save and you're good to go!
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Adding individual investments such as property and cash
If the SMSF includes property or cash, you need to create them as individual investments.
1. Click Add investment > Add investment:
2. Choose your product (if your product is not there, you can create your own! Click here to learn how to create a custom product)
3. Complete the rest of the Asset Information and Owners Information sections where you see fit
4. Under Transaction details, you can add either of the following (again, where you see fit):
5. Once done, click Save and you're good to go!
If you have another investment to add, you can click Save & new and follow the above instructions again😊
If you have any questions, please email our support team at cmsupport@openmarkets.com.au